William Mackay Nolan
Investment adviser representative at Wells Fargo Advisors
21 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Wells Fargo Advisors Financial Network, LLCOct 2025 to now
- UnemployedNov 2024 to Oct 2025
- GreysteelAug 2023 to Oct 2024
- UnemployedJul 2022 to Jul 2023
- DeloitteApr 2019 to Jun 2022
- UnemployedNov 2018 to Mar 2019
- Wells Fargo Clearing Services, LLCJul 2018 to Oct 2018
- Integrated Corporate RelationsJun 2017 to Aug 2017
- StudentJan 2005 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6987907
- Firm CRD
- 11025